Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Gibbs is a financial advisor with Global Retirement Partners LLC. Susan has been in the financial services industry since 1988. Susan holds the Series 7 and Series 63 licenses, as well as the SIE and Series 65 exams. Susan has experience working with individuals, corporations, and pension and profit-sharing plans. Susan provides financial planning and portfolio management services. Susan's firm, Global Retirement Partners LLC, is a registered investment advisor. The firm has been in business since 2022 and has over 140 billion dollars in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/28/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
IL
01/02/2020 - 06/22/2021
FORESIDE FINANCIAL SERVICES, LLC (Chicago IL)
IL
12/05/2014 - 12/31/2019
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
03/04/2011 - 06/09/2014
LPL FINANCIAL LLC (CHICAGO IL)
IL
02/07/2007 - 04/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
04/24/2001 - 12/14/2006
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
NY
04/23/1997 - 04/03/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
06/26/1996 - 04/15/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
TX
09/01/1994 - 02/05/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
04/01/1991 - 09/01/1994
HAMILTON INVESTMENTS, INC.
IL
11/21/1984 - 02/27/1991
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IA
Issued 05/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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